Mortgage Solutions Specialist I

This role at Iron Mountain involves processing financial documents, ensuring compliance with safety, security, and industry standards. The specialist will perform tasks such as document preparation, scanning, indexing, quality control, content review, and certification, adhering to daily metrics and service levels. Familiarity with mortgage documents and processes, including Fannie Mae, Freddie Mac, and Ginnie Mae Guides, is a plus. The position requires strong PC and keyboarding skills with high attention to detail.

Must Have

• Accurately process financial documents.
• Meet processing goals and individual metrics.
• Excellent PC and keyboarding skills with high attention to detail.
• 3-6 months experience in mortgage service or document custody industry.
• Experience in a goal-oriented, fast-paced production environment.
• Ability to perform repetitive work tasks.
• Basic verbal and written communication skills.
• Strong organizational and time management skills.
• Critical thinking and problem-solving skills.
• Must be detail-oriented.
• Ability to work overtime and Saturdays with short notice.

Good to Have

• Knowledge of Fannie Mae, Freddie Mac, Ginnie Mae Guides and other industry regulations.
• Familiarity with mortgage documents and processes.
• 1+ years of experience in mortgage service or document custody.

Job Summary

Follow Safety & Security procedures. Adhere to all department and compliance standards. Perform to metrics and service levels throughout the day. Knowledge of the Fannie Mae, Freddie Mac, Ginnie Mae Guides, as well as other industry regulations are a plus. Mortgage document and process familiarity. Tasks performed may include document preparation, scanning, indexing, quality control, content review and certification responsibilities.

Primary Responsibilities:

• Operational Tasks - Accurately processing financial documents according to the specifications. Meet processing goals and individual metrics. Effectively communicate with peers and management. Excellent PC and keyboarding skills used throughout the day with high attention to detail to match names, numbers, and other data to documents.
• Teaming/TCS – Consistently meet/exceed customer service level standards and metrics.
• Human Resources/Workforce Leadership – Be familiar policies for timecards, vacation and team meetings. Be a positive force in the operation.
• Safety & Security - Ensure compliance with Federal, State/Provincial and local laws, as well as, Iron Mountain policies and procedures.
• Perform other duties as assigned.

Experience Required:

• 3-6 Mos of experience in a in the mortgage service or document custody industry in a multi-business and multi-site operation.
• Experience in a goal oriented fast paced production based environment.
• Most possess or have experience in performing repetitive work task(s)

Skills Required:

• Basic Verbal and Written communication skills
• Strong organizational and time management skills
• Critical thinking and problem solving skills
• Excellent PC and Keyboarding skills used throughout the day with high attention to detail to match names, numbers, and other data to documents
• Most demonstrate and maintain excellent attendance
• Ability to move quickly/accurately with hands while multitasking
• Ability to work Overtime and Saturdays with short notice
• Must be Detailed-oriented

Education Required:

• Minimum Education: HS Diploma/GED Minimum Experience: 3-6 mos
• Preferred Education: HS Diploma/GED Preferred Experience: 1+ years

Certifications Required:

None

Physical Requirements (lifting/standing/sitting):

• Able to reach above head, lift and move files as required.
• Sitting required for 80% of the day for inbound and standing/walking 80% for outbound.
• Lifting, moving, pushing and pulling equipment, cases, metal containers, or boxes in excess of:
• 10-29 lbs. Frenquently
• 30-40 lbs. Occasionally
• 40 lbs+ Rarely